✅ Getting Started
1Access Zoho Bigin Marketplace
- Log in to your Zoho Bigin account.
- Go to the Zoho Bigin Marketplace.
2Connect HelloSend with Zoho Bigin
- Once the installation is complete, go to the HelloSend Settings Page in Zoho Bigin.
- Click the "Connect with Zoho Bigin" button.
- Authorize access when prompted to complete the Zoho Bigin integration.
3Integrate Communication Services
In the HelloSend settings:
- Integrate with Twilio, RingCentral, or WhatsApp (Business or Personal).
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You can either:
- Use your own Twilio or RingCentral account, or
- Purchase a HelloSend number for SMS, Calls, and WhatsApp capabilities.
4Getting Started with SMS, WhatsApp & Call Features in Zoho Bigin
Once the service is authorized, your number will be activated. You can now begin using HelloSend to engage customers and streamline workflows directly from Zoho Bigin.
1. How to Direct SMS Messaging in Zoho Bigin?
- Navigate to any Lead, Contact or Deal view.
- You can HelloSend DM widget from List View, Detail View, or even Related Lists
- Click on the HelloSend DM widget.
- Type your message manually or select a pre-saved template.
- You can include emojis, links, or use smart suggestions.
- Click Send — the message is logged automatically.
2. How to Send SMS Campaigns in Zoho Bigin with HelloSend?
- Access the ZOHO Bigin platform and navigate to the Contacts/Leads/Deals section.
- Select the Contacts or Leads or Deals that you want to include in the SMS campaign.
- At the top of the contact list, click the HelloSend Campaign button
- Inside the HelloSend popup, select SMS or WhatsApp Campaign, compose your message or use a template, and schedule it for immediate or later delivery.
- Click Launch to launch your campaign.
- Track delivery and open rates inside the campaign dashboard.
3. How to Create Bigin Automations in Zoho Bigin with HelloSend?
- Go to Workflow Rules: In Zoho Bigin, click the gear icon → Automation → Workflow Rules.
- Create a Workflow Rule: Click Create Rule, select a module (Leads, Contacts, etc.), name the rule, and choose a trigger (e.g., Create, Edit, Date/Time).
- Define Rule Criteria: Set conditions like “Lead Status is Interested” using AND/OR logic.
- Select HelloSend Action: In Instant Actions, choose HelloSend (RingCentralAdvanced) to configure automation.
- Fill in required fields and select a message template.
- Generate the webhook URL and save the rule.
4. How to Use Chat Conversations in Zoho Bigin with HelloSend?
- Open any Lead, Contact or Deal record.
- You can HelloSend DM widget from List View, Detail View, or even Related Lists
- Use the HelloSend DM widget to chat in real time.
- All messages appear in a threaded format.
- You can respond quickly using templates or emoji.
- All conversations are synced and stored for reference.
5. How to Configure Call Flows in Zoho Bigin?
- In HelloSend settings, go to Call Flow.
- Choose your Twilio number.
- Create call logic: welcome message, sequential/parallel ringing, business hours.
- Assign call flow to your team.
- Save changes — now your number is ready for inbound and outbound calls.
6. How to Send WhatsApp Messages in Zoho Bigin?
- Go to the HelloSend DM widget inside a Lead, Contact or Deal.
- Select WhatsApp channel.
- If you've connected a WhatsApp number (QR or WABA), you can send messages directly.
- Use templates or free text.
- All WhatsApp chats sync back to the Bigin record.
7. How to Purchase a HelloSend Account?
- Open the HelloSend Dashboard.
- Click on the profile avatar at the top right.
- Choose Manage Subscription.
- Select Monthly or Yearly plan.
- Complete payment and click Done — your account is now active with full access.
8. Where can I see message history in Zoho Bigin?
- On the top navigation bar, find the three dots icon (⋯) on the far right — this is the More Modules menu.
- In the search box, type “HelloSend”.
- Click on “HelloSend History” from the results.
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View Messaging Records
- The module shows all incoming and outgoing messages including:
- SMS
- You'll see message content, delivery status, timestamps, and linked records like Leads or Contacts.
- The module shows all incoming and outgoing messages including:
✅ Benefits of Using HelloSend in Zoho Bigin
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Unified Communication
Manage calls, SMS, and WhatsApp in one place.
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Seamless Integration
Works natively inside Zoho Bigin.
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Automation-Ready
Perfect for workflows, campaigns, and automated messaging.
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Better Customer Engagement
Respond quickly and effectively using your preferred channels.
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Flexible Options
Use Twilio, RingCentral, or HelloSend-provided numbers.
📌 Conclusion
Installing HelloSend in Zoho Bigin is quick and easy. Once connected, you can streamline your communication workflows, engage leads efficiently, and manage conversations across multiple channels — all without leaving Zoho Bigin. With over 1.2K+ installs, HelloSend is a proven solution trusted by sales teams and marketers alike.
Need help? Reach out to assist@hellosend.com
